What’s new in EZtransact

We’re excited to introduce the latest enhancement for EZtransact™, our digital self-serve tool. EZtransact now allows you to help clients:

Easily make segregated fund withdrawals. This functionality is available for all account types, and for the First Home Savings Account, it also eliminates the need to submit additional CRA paper forms.
Transfer from one fund to another fund digitally, within the same policy and same sales charge options.

These enhancements make it easier than ever to do business with Equitable^®. They will help reduce your time spent on paperwork, allowing to you focus on more value-add time and services for clients.

Check out EZtransact. Stay tuned for more exciting digital enhancements coming soon!

If you have any questions, please contact your Director, Investment Sales. 

Date posted: July 11, 2024